Gradient Capital Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Gradient Capital Advisors’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Hold	4,120	–	–	0.06%	148
2026 Q1	$255K	Hold	4,120	–	–	0.07%	151
2025 Q4	$246K	Hold	4,120	–	–	0.06%	154
2025 Q3	$254K	Hold	4,120	–	–	0.07%	148
2025 Q2	$252K	Hold	4,120	–	–	0.07%	143
2025 Q1	$254K	Hold	4,120	–	–	0.08%	136
2024 Q4	$248K	Hold	4,120	–	–	0.08%	139
2024 Q3	$272K	Hold	4,120	–	–	0.09%	129
2024 Q2	$236K	Hold	4,120	–	–	0.08%	132
2024 Q1	$238K	Hold	4,120	–	–	0.09%	132
2023 Q4	$242K	Sell	4,120 -1,609	-28%	-$85.1K	0.09%	128
2023 Q3	$287K	Hold	5,729	–	–	0.12%	115
2023 Q2	$318K	Sell	5,729 -160	-3%	-$8.71K	0.13%	109
2023 Q1	$327K	Hold	5,889	–	–	0.14%	105
2022 Q4	$323K	Sell	5,889 -200	-3%	-$10.9K	0.15%	100
2022 Q3	$327K	Sell	6,089 -110	-2%	-$6.84K	0.16%	96
2022 Q2	$377K	Hold	6,199	–	–	0.18%	87
2022 Q1	$440K	Sell	6,199 -71	-1%	-$4.89K	0.19%	86
2021 Q4	$477K	Buy	6,270 +262	+4%	+$18.5K	0.2%	83
2021 Q3	$393K	Hold	6,008	–	–	0.18%	89
2021 Q2	$393K	Hold	6,008	–	–	0.18%	88
2021 Q1	$347K	Hold	6,008	–	–	0.18%	87
2020 Q4	$324K	Hold	6,008	–	–	0.18%	83
2020 Q3	$306K	Sell	6,008 -542	-8%	-$28K	0.19%	82
2020 Q2	$330K	Hold	6,550	–	–	0.22%	81
2020 Q1	$300K	Hold	6,550	–	–	0.24%	78
2019 Q4	$383K	Hold	6,550	–	–	0.27%	73
2019 Q3	$393K	Hold	6,550	–	–	0.29%	67
2019 Q2	$369K	Hold	6,550	–	–	0.28%	67
2019 Q1	$364K	Hold	6,550	–	–	0.29%	66
2018 Q4	$313K	Hold	6,550	–	–	0.27%	69
2018 Q3	$328K	Hold	6,550	–	–	0.28%	69
2018 Q2	$327K	Hold	6,550	–	–	0.3%	66
2018 Q1	$306K	Hold	6,550	–	–	0.31%	62
2017 Q4	$332K	Buy	+6,550	New	+$333K	0.34%	56

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gradient Capital Advisors's ICF Position: Q2 2026 in Review

Gradient Capital Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 4,120 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #148.

Gradient Capital Advisors first reported a position in ICF in Q4 2017 and has held it in 35 quarters since. The position peaked at $477K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Gradient Capital Advisors held 4,120 shares of iShares Select U.S. REIT ETF worth $279K as of Q2 2026.
Gradient Capital Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.06% of Gradient Capital Advisors's portfolio in Q2 2026, its #148 holding.
Gradient Capital Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and has held it in 35 quarters since.
Gradient Capital Advisors's iShares Select U.S. REIT ETF position peaked at $477K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.